When the source document is sent to DocuSign, but is not completed yet, it is possible to get the current status.
This can be done in the following ways:

  • Automatically with the Job Queue Entry that periodically checks for status changes.
  • Manually with the Get ApproveIT Status page action on the source document.

If the document is completed, the completed date/time will also be updated on the source document.
Depending on the options enabled in the ApproveIT Setup the following actions will automatically be executed:

  • Source document is released.
  • Source document (Sales Quote) is converted to Sales Order.